IMiXInvestment Software Group
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NETSOLNETSOL Technologies
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About
IMiX is a comprehensive front-to-back wealth management platform designed to help financial institutions manage the entire investment management lifecycle from a single cloud-based solution. The platform supports multi-currency, multi-asset, and multi-tenant operations while providing real-time connectivity across investment and client management processes. It offers digital client onboarding capabilities with customizable workflows, KYC and AML checks, and lifecycle management tools that streamline client acquisition and servicing. IMiX includes portfolio management, rebalancing, trade order management, compliance monitoring, performance measurement, and reporting functionalities. The platform also supports taxation, transaction processing, settlement management, reconciliation, and corporate action handling to improve operational efficiency.
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About
Welcome to the future of financial services with NETSOL. Based on next-generation technology, our platform offers solutions for end-to-end asset finance and leasing for seamless retail and wholesale operations, digital retail and out-of-the-box, API-first products for the global financial services industry. Our platform revolutionizes your operations, from originations to servicing, and adapts to your needs, empowering you to navigate today’s dynamic and changing landscape with ease. Effectively manage your complex multi-site and multi-currency operations and enable your organization to thrive in hyper competitive markets globally. Utilizing the power of AI and data analytics, we enable users to track performance, identify trends and make data-driven decisions to optimize processes. Our platform is a global system that meets local requirements. It can be used in multi-national, multi-company, multi-asset, multi-lingual, multi-distributor and multi-manufacturer environments.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Wealth management firms, investment managers, financial advisors, private banks, asset management companies, and financial institutions seeking a comprehensive platform for investment operations, portfolio management, compliance, and client lifecycle management
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Audience
Financial institutions
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$1000
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationInvestment Software Group
Founded: 2008
United Kingdom
www.investmentsoftwareltd.com/imix
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Company InformationNETSOL Technologies
Founded: 1996
United States
netsoltech.com/products/transcend
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Categories |
Categories |
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Lease Management Features
Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database
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Integrations
Nuxt
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